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Invesco S&P 500 High Dividend Low Volatility ETF

318 hedge funds and large institutions have $1.43B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
59
Increased
139
Reduced
63
Closed
30
Calls
$7.11M
Puts
$1.79M
Net Calls
+$5.32M
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Shares
Change %
LWAC
126
Laurel Wealth Advisors (California)
California
$705K +$126K +2,851 +22%
DAS
127
Dynamic Advisor Solutions
Arizona
$673K +$673K +15,250 New
Creative Planning
128
Creative Planning
Kansas
$670K +$18.1K +410 +3%
HCP
129
Holt Capital Partners
Texas
$662K
IF
130
Intrua Financial
Texas
$661K +$661K +14,986 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
$656K +$656K +14,819 New
SW
132
SteelPeak Wealth
California
$614K +$12.8K +290 +2%
MAM
133
McLean Asset Management
Virginia
$612K +$377K +8,580 +160%
KOMWMG
134
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$610K +$610K +13,813 New
RIA
135
Realta Investment Advisors
Delaware
$600K +$176K +3,926 +41%
IFA
136
Interactive Financial Advisors
Illinois
$597K +$22.9K +519 +4%
SPL
137
Smart Portfolios LLC
Washington
$594K -$7.96K -170 -1%
APA
138
American Portfolios Advisors
New York
$583K +$79.1K +1,793 +16%
EWM
139
EPG Wealth Management
Georgia
$581K +$159K +3,595 +38%
EFS
140
Econ Financial Services
Pennsylvania
$578K +$578K +13,096 New
JPLA
141
Joseph P. Lucia & Associates
New York
$577K +$577K +13,065 New
Baird Financial Group
142
Baird Financial Group
Wisconsin
$571K +$2.56K +58 +0.5%
SDAM
143
Shulman DeMeo Asset Management
New York
$563K -$106K -2,399 -16%
CRI
144
Colonial River Investments
Virginia
$563K -$81.8K -1,852 -13%
AWA
145
Alta Wealth Advisors
Massachusetts
$555K -$5.03K -114 -0.9%
CGA
146
Crescent Grove Advisors
Illinois
$536K +$94.5K +2,142 +21%
SIM
147
Stratos Investment Management
Ohio
$536K +$123K +2,787 +30%
GRP
148
Global Retirement Partners
California
$535K +$61.9K +1,403 +13%
Lazard Asset Management
149
Lazard Asset Management
New York
$523K
SPIA
150
Steward Partners Investment Advisory
New York
$520K +$2.43K +55 +0.5%